The Latest Breaking News from Harlan Sur

Sandisk Stock Is Down More Than 20% Over the Past 3 Months. How You Should Play SNDK Here.

Sandisk’s stock is down close to 20% over the past three months after its stellar run over the past year.

Barchart · Sep 23

Situational Awareness Bet Billions on Sandisk Before Imploding. The Supercycle Is Far From Over for SNDK Stock.

Situational Awareness’s multibillion-dollar bet on Sandisk highlights its conviction in the AI-driven memory boom, while the fund’s subsequent implosion raises broader questions about leverage, crowded positioning, and what comes next for SNDK investors.

Barchart · Aug 21

Sandisk Has Had a Scorching Rally This Year. JPMorgan Thinks It Can Go Much Higher.

The investment bank upgraded Sandisk to overweight from neutral on Friday.

International Business Times · Aug 14

As Shares Fall, Analyst Are Boosting their Broadcom Price Targets

While Broadcom's latest earnings disappointed markets; Wall Street analysts held steadfast, increasing their price targets amid the large drop in shares.

MarketBeat · Jun 11

Microchip Technology Sees Demand Rebound, Margin Gains as Bookings Hit 4-Year High

Microchip Technology (NASDAQ:MCHP) is seeing a broad-based recovery in demand and expects continued margin improvement as it ramps production and works down remaining underutilization costs, Chief Financial Officer Eric Bjornholt said at JPMorgan’s 54th Annual Technology and Media Communications Con

MarketBeat · May 27

KLA Flags Stronger Chip Equipment Demand, Rare 2027 Visibility at JPMorgan Conference

KLA (NASDAQ:KLAC) is seeing stronger momentum across semiconductor equipment markets than it expected earlier in the year, with demand improving across leading-edge logic, memory and advanced packaging, Chief Financial Officer Bren Higgins said at J.P. Morgan’s 54th annual Global Technology, Media a

MarketBeat · May 26

GlobalFoundries Eyes AI, Data Center Growth as It Targets 40% Margins

GlobalFoundries (NASDAQ:GFS) Chief Financial Officer Sam Franklin said the company is positioning itself around data center demand, physical AI, silicon photonics, supply-chain diversification and custom silicon as it looks to expand revenue and margins over the next several years. Speaking with JP

MarketBeat · May 24

Applied Materials Highlights AI-Driven Chip Demand, 30% Systems Growth at JPMorgan Event

Applied Materials (NASDAQ:AMAT) executives highlighted continued momentum tied to artificial intelligence-related semiconductor demand, with strength concentrated in advanced logic, DRAM and advanced packaging, during a presentation at J.P. Morgan’s 54th annual Technology, Media and Communications C

MarketBeat · May 20

Mizuho Analysts Are Bullish on Custom Chips: Broadcom Could Have 87% Compound Annual Growth Rate Through 2028

Mizuho met with executives at an analyst presentation and believes that Broadcom's AI revenue will continue to grow.

Barchart · Apr 22

Should You Buy the Dip in Nvidia Stock Today?

Nvidia stock is dipping despite a blockbuster Q4 release and upbeat future guidance. JPMorgan analyst explains why it’s an opportunity to load up on a quality name at a discount.

Barchart · Feb 26